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InnovAge Holding Corp. hedge fund holdings

INNVNASDAQ
$8.96+0.16 (+1.82%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

INNV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+79.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20252220$2.38M$1.44M58Aug 14, 2025
Q3 20252217$2.66M$2.74M60Nov 14, 2025
Q4 20253814$20.3M$6.05M76Feb 14, 2026
Q1 20265426$21.1M$40.4M99May 15, 2026
Q2 20266334$59.2M$29.9M100Aug 14, 2026

Quarterly action breakdown

Q2 2026
100 filers
New position
23
$8.89M+751K sh
Increased
40
$50.3M+4.25M sh
Reduced
17
-$5.49M-463K sh
Out / sold
17
-$24.4M-2.06M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Coliseum Capital Management, LLCSell 100%-$8.94M$00.00%Aug 14, 2026
Inspire Investing, LLCSell 100%-$1.59M$00.00%Aug 12, 2026
Welch Capital Partners LLCReduce 31.97%-$759K$1.62M0.32%Aug 12, 2026
Healthcare of Ontario Pension Plan Trust FundNew Buy+$571K$571K0.00%Aug 13, 2026
Legato Capital Management LLCReduce 49.24%-$396K$408K0.03%Aug 6, 2026
Integrated Quantitative Investments LLCReduce 49.24%-$396K$408K0.07%Aug 14, 2026
Arlington Capital Management, Inc.New Buy+$352K$352K0.22%Jul 24, 2026
Virtus Advisers, LLCNew Buy+$207K$207K0.08%Aug 11, 2026
T. Rowe Price Investment Management, Inc.Reduce 0.15%-$107K$72.6M0.05%Aug 14, 2026
Baron Wealth Management LLCSell 100%-$104K$00.00%Jul 7, 2026
CIBC Asset Management IncSell 100%-$88.8K$00.00%Aug 3, 2026
Polymer Capital Management (US) LLCSell 100%-$87K$00.00%Aug 14, 2026
GWN Securities Inc.Added 2.43%+$19.2K$811K0.14%Aug 5, 2026
D'Orazio & Associates, Inc.Reduce 2.94%-$6.34K$209K0.02%Jul 28, 2026
Quarry LPNew Buy+$5.11K$5.11K0.00%Aug 14, 2026
Summit Securities Group LLCNew Buy+$4.99K$4.99K0.00%Aug 3, 2026
Kathmere Capital Management, LLCReduce 0.68%-$1.24K$183K0.01%Jul 29, 2026

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